Selections tab

Options depend on individual or batch, and if the invoice has been sent, see Report Selections Form.

Format

The format for the attachment.

Column and row positions for formats other than pdf are specified explicitly in the Invoice document design.

Email Template

For HTML Document formats the file that defines the email body. An HTML Invoice (extension .pfj) designed using IN Invoice HTML Designer. A default HTML design may be specified in IN Settings - Email tab.

Click Open In Designer to open the selected file in the IN Invoice HTML Designer.

For other Formats an email template file (extension .html) designed using IN Invoice Email Designer is loaded in the HTML Email Editor. You can set a default email template from Navigator > Setup > Company > Reporting > Document Defaults.

Report File Name

Specifies the file that defines the Invoice layout.

Set a default report file name from Navigator > Setup > Company > Reporting > Document Defaults.

Click Open In Designer to open the selected file in the IN Invoice Designer.

Customer - From / To

Select a customer or a range of customers.

Date - From / To

Invoice date from to.

Number - From / To

Invoice Number from to.

Type

Available for send invoice batch. Send invoices, credits, quotes, standing invoices or a combination, use Filter & Sort.

Post Status

Available for send invoice batch. Send only Unposted invoices, only Posted invoices or all Unprinted invoices.

Up to Period

Select the period to email invoices up to.

Branch

Select the Branch. Clear, invoices will be emailed for all. (Accredo Saturn Only)

Attach Links

Selected, files linked to the document will be attached.

Use SMTP Mailing

This defaults from the User Email settings.

Selected, use SMTP to send email from Accredo. The SMTP message defaults will be used. Setup a Company and User defaults for SMTP mailing.

Clear, use MAPI (default) to send email from Accredo.

Log SMTP Session

If errors occur using SMTP mailing you can log the conversation with the SMTP Server. After sending the log is opened and can be printed to give to whoever configures the SMTP Server. Show SMTP log is not saved with the User settings, it is available for the duration of Email Invoices only.

Request Read Receipt

You can request notification when an email message is opened by it's recipient.

Consolidate Emails On

Select from:

• None - Emails are not consolidated.
• Email - One email will be sent per email address. If there is more than one invoice, each will be a separate attachment.
• Customer and Email - One email will be sent per email address per Customer Code. If there is more than one invoice, each will be a separate attachment.

The default value is set in IN Settings Email tab.

Not available for HTML Document formats.

Consolidate Attachments

Selected, one attachment is produced for all invoices on an email when consolidating emails.

Trigger Mail Events

Selected, when Batch Emails are sent, the Mailer Before and After Send events for emails will be triggered for each email.

Note: If emails are consolidated for documents, the Account File and Account Code of first document will be used for the email.

Unselected, events for Batch Emails will not be triggered.

The default value is set in Trigger Mail Events for Batch Emails.

HTML Email Editor tab

See Email Editor.

The Email Template specified is loaded.

You can create email templates in the IN Invoice Email Designer.

Attachments tab

You can add one or more attachments to be emailed with each email. Email errors return the Customer and email address that failed.